Begin by selecting 'Contacts' from the left navigation bar on the home dashboard. Here, you will be able to see a list of all client contacts. You can also create a new contact by clicking on the white ‘+’ sign (left-hand corner). You can search contacts by either ‘type’, ‘individual’, or ‘entity’. Additionally, there is a tab to change the layout of the contacts, as well as a ‘privacy’ toggle. (right-hand corner)
Click on any contact to see an overview of what has been paid, what is due, and what is overdue. An ‘Overview’ will show you the contacts name, business information, contact information, and address.
You will also be able to access the contacts invoices, transactions, and files.
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